The second part of my Covid-19 crisis analysis, with my predictions on the key changes businesses will have to face in the next 3 years in terms of politics, economy, social, techno en environmental drivers.

I was a bit reluctant to jump in the bandwagon of analyzing the Covid_19 crisis we are all facing. But I’m already doing it anyway for two of our key customers, so I thought I’d share my strategic analysis. This will probably be in 3 parts and this is Part 1.

SoftBank recent fails and the imminent arrival of US tech investors in Europe is getting many tech and business journalists excited. I think we shouldn’t be so enthusiastic and rapidly refocus how we see tech investment in Europe.

For the last ten years I’ve been in China at least once a year. As such, there is no way I consider myself an expert with deep understanding of this market. No, what I have now is a long string of snapshots, flowing together in an accelerated vision of how this market is evolving.